Robeco BP US Select Opportunities Equities IE $Register to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.0 | 27.7 | 4.2 | 9.7 | 6.6 | |
+/-Cat | -16.5 | 7.2 | 14.4 | -2.6 | 1.1 | |
+/-B’mrk | -12.2 | 3.4 | 10.1 | 0.6 | -1.9 | |
Category: US Mid-Cap Equity | ||||||
Category Benchmark: Morningstar US Mid NR USD |
Key Stats | ||
NAV 30/10/2024 | USD 262.11 | |
Day Change | 0.09% | |
Morningstar Category™ | US Mid-Cap Equity | |
ISIN | LU0963031736 | |
Fund Size (Mil) 30/10/2024 | USD 806.17 | |
Share Class Size (Mil) 30/09/2024 | USD 0.35 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 27/05/2024 | 0.83% |
Morningstar Research |
Analyst Report | 13/06/2024 Andrew Redden, Analyst Morningstar, Inc |
Robeco BP US Select Opportunities cultivates the next generation of management talent. Its Morningstar Analyst Rating ranges from Gold to Bronze, depending on fees.After more than 20 years capably running this strategy and nearly 40 in the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Robeco BP US Select Opportunities Equities IE $ |
The aim of the Sub-fund is to provide long term capital growth while at the same time promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund will take at least two-thirds of its total assets in equities of mid cap companies incorporated or exercising a preponderant part of their economic activities in the United States. The Sub-fund will focus on investing in mid cap companies that are undervalued and combine attractive valuation with a catalyst for change. The Sub-fund defines mid cap companies as companies with a market capitalization of USD 750 million or more. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Steven Pollack 19/09/2011 | ||
Joseph Feeney 30/09/2011 | ||
Inception Date 22/08/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell Mid Cap Value TR USD | Morningstar US Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco BP US Select Opportunities Equities IE $ | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Ameriprise Financial Inc | Financial Services | 2.47 |
Howmet Aerospace Inc | Industrials | 1.87 |
AutoZone Inc | Consumer Cyclical | 1.84 |
Zebra Technologies Corp Class A | Technology | 1.81 |
Fifth Third Bancorp | Financial Services | 1.72 |
Increase Decrease New since last portfolio | ||
Robeco BP US Select Opportunities Equities IE $ |